13F 机构持仓

IFP Advisors, Inc

TAMPA FL · SEC CIK 0001641866

2026Q22026Q1 更早 9 个季度 🔒
$48.23亿2026Q1 申报市值
5,032持仓数
14.5%前十大占比 · 第一大 2.6%
324 / 191新建仓 / 清仓
申报市值走势$55.37亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAPL 2.6%
NVDA 2.4%
AMZN 1.4%
MSFT 1.3%
GOOG 1.3%
SPY 1.2%
VUG 1.2%
QQQ 1.1%
IAU 1.0%
TLT 1.0%

2026Q1 买入最多 按季末市值估算

NVDA 加仓+$1,958.95万
MSFT 加仓+$1,896.05万
IWM 加仓+$1,527.28万
IVE 加仓+$1,347.64万
AAPL 加仓+$1,332.07万

2026Q1 卖出最多 按季末市值估算

GFI 减仓-$1,517.49万
IVW 减仓-$1,416.24万
HDV 减仓-$913.18万
ISHARES TR 清仓-$807.22万
XLC 减仓-$723.02万

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
BSCV INVESCO EXCH TRD SLF IDX FD $10.68万0.00%6,490 2504.0% $4,115 加仓
BXMT BLACKSTONE MORTGAGE TRUST IN $10.67万0.00%5,573 85318.1% $1.63万 加仓
BAX BAXTER INTL INC $10.67万0.00%6,352 2,32557.7% $3.91万 加仓
DHS WISDOMTREE TR $10.67万0.00%977 00.0% — 不变
SON SONOCO PRODS CO $10.67万0.00%1,972 -1,024-34.2% -$5.54万 减仓
SW SMURFIT WESTROCK PLC $10.64万0.00%2,671 2,206474.4% $8.79万 加仓
BEN FRANKLIN RESOURCES INC $10.58万0.00%4,479 10.0% $24 加仓
CQQQ INVESCO EXCH TRADED FD TR II $10.57万0.00%2,296 2,296— $10.57万 新建仓
OWL BLUE OWL CAPITAL INC $10.55万0.00%11,558 4,97075.4% $4.54万 加仓
LTC LTC PPTYS INC $10.53万0.00%2,834 1,10063.4% $4.09万 加仓
AZZ AZZ INC $10.52万0.00%841 8275,907.1% $10.35万 加仓
ISPY PROSHARES TR $10.50万0.00%2,423 672.8% $2,904 加仓
HCI HCI GROUP INC $10.50万0.00%679 569517.3% $8.80万 加仓
OMF ONEMAIN HLDGS INC $10.42万0.00%1,948 27516.4% $1.47万 加仓
FXD FIRST TR EXCHANGE-TRADED FD $10.42万0.00%1,627 -501-23.5% -$3.21万 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $10.40万0.00%2,880 00.0% — 不变
HSBC HSBC HLDGS PLC $10.38万0.00%1,258 332.7% $2,722 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $10.36万0.00%6,194 2,87986.8% $4.81万 加仓
IRT INDEPENDENCE RLTY TR INC $10.35万0.00%6,953 741.1% $1,102 加仓
ADPV SERIES PORTFOLIOS TR $10.33万0.00%2,450 00.0% — 不变
— AMPLIFY ETF TR $10.32万0.00%1,794 211.2% $1,209 加仓
WTW WILLIS TOWERS WATSON PLC LTD $10.29万0.00%354 -6-1.7% -$1,744 减仓
KVYO KLAVIYO INC $10.29万0.00%5,287 3036.1% $5,896 加仓
BSMR INVESCO EXCH TRD SLF IDX FD $10.28万0.00%4,347 2486.1% $5,866 加仓
EYE NATIONAL VISION HLDGS INC $10.27万0.00%3,964 -81-2.0% -$2,098 减仓
— CALAMOS ETF TR $10.25万0.00%4,665 4,665— $10.25万 新建仓
URBN URBAN OUTFITTERS INC $10.24万0.00%1,617 -3,945-70.9% -$24.99万 减仓
GLXY GALAXY DIGITAL INC. $10.22万0.00%5,541 -4,915-47.0% -$9.07万 减仓
PATK PATRICK INDS INC $10.15万0.00%914 -1-0.1% -$111 减仓
TLN TALEN ENERGY CORP $10.15万0.00%318 -21-6.2% -$6,704 减仓
INDA ISHARES TR $10.14万0.00%2,165 -3,055-58.5% -$14.31万 减仓
— CALAMOS ETF TR $10.13万0.00%5,370 -970-15.3% -$1.83万 减仓
IYF ISHARES TR $10.07万0.00%856 -158-15.6% -$1.86万 减仓
IWC ISHARES TR $10.07万0.00%631 -459-42.1% -$7.33万 减仓
EIS ISHARES INC $10.06万0.00%867 464115.1% $5.38万 加仓
DOC HEALTHPEAK PROPERTIES INC $10.06万0.00%6,122 -204-3.2% -$3,352 减仓
— INNOVATOR ETFS TRUST $10.04万0.00%3,560 -560-13.6% -$1.58万 减仓
AKAM AKAMAI TECHNOLOGIES INC $9.99万0.00%870 -66-7.1% -$7,580 减仓
DFCA DIMENSIONAL ETF TRUST $9.98万0.00%2,002 00.0% — 不变
— INNOVATOR ETFS TRUST $9.96万0.00%4,698 250.5% $530 加仓
FAUG FIRST TR EXCHNG TRADED FD VI $9.95万0.00%1,921 00.0% — 不变
— LISTED FDS TR $9.92万0.00%2,619 -2,540-49.2% -$9.62万 减仓
BIDU BAIDU INC $9.92万0.00%890 546.5% $6,017 加仓
RITM RITHM CAPITAL CORP $9.91万0.00%10,451 -1,754-14.4% -$1.66万 减仓
CLVT CLARIVATE PLC $9.90万0.00%39,132 -4,937-11.2% -$1.25万 减仓
— ISHARES TR $9.90万0.00%2,971 2,971— $9.90万 新建仓
— KRANESHARES TRUST $9.87万0.00%5,275 00.0% — 不变
APPF APPFOLIO INC $9.86万0.00%625 -17-2.6% -$2,683 减仓
URA GLOBAL X FDS $9.86万0.00%2,035 -47-2.3% -$2,276 减仓
GOLF ACUSHNET HLDGS CORP $9.84万0.00%1,053 00.0% — 不变
— SPROTT FDS TR $9.84万0.00%1,663 1,363454.3% $8.07万 加仓
ESGV VANGUARD WORLD FD $9.82万0.00%875 33361.4% $3.74万 加仓
HYLB DBX ETF TR $9.82万0.00%2,715 -141-4.9% -$5,099 减仓
PR PERMIAN RESOURCES CORP $9.81万0.00%4,599 46811.3% $9,978 加仓
BNOV INNOVATOR ETFS TRUST $9.80万0.00%2,278 00.0% — 不变
AEE AMEREN CORP $9.79万0.00%891 -149-14.3% -$1.64万 减仓
— CARNIVAL PLC $9.79万0.00%3,800 00.0% — 不变
TRP TC ENERGY CORP $9.72万0.00%1,552 -59-3.7% -$3,693 减仓
S SENTINELONE INC $9.71万0.00%7,541 -6,690-47.0% -$8.62万 减仓
FDRR FIDELITY COVINGTON TRUST $9.71万0.00%1,651 70.4% $412 加仓
— FIRST TR EXCHANGE-TRADED FD $9.70万0.00%4,467 00.0% — 不变
RGTI RIGETTI COMPUTING INC $9.68万0.00%6,892 -350-4.8% -$4,914 减仓
SQM SOCIEDAD QUIMICA Y MINERA DE $9.65万0.00%1,192 00.0% — 不变
GHY PGIM GLOBAL HIGH YIELD FD FO $9.64万0.00%8,273 8,273— $9.64万 新建仓
— BOEING CO $9.63万0.00%1,484 833128.0% $5.40万 加仓
CNP CENTERPOINT ENERGY INC $9.59万0.00%2,223 -129-5.5% -$5,568 减仓
ILF ISHARES TR $9.59万0.00%2,700 1927.7% $6,820 加仓
PKW INVESCO EXCHANGE TRADED FD T $9.58万0.00%730 -303-29.3% -$3.98万 减仓
AR ANTERO RESOURCES CORP $9.58万0.00%2,257 -1,114-33.0% -$4.73万 减仓
EEMA ISHARES INC $9.57万0.00%1,000 500100.0% $4.79万 加仓
VIAV VIAVI SOLUTIONS INC $9.56万0.00%2,874 2,6551,212.3% $8.84万 加仓
— GLOBAL X FDS $9.53万0.00%4,529 2786.5% $5,849 加仓
AWI ARMSTRONG WORLD INDS INC NEW $9.53万0.00%578 20454.5% $3.36万 加仓
XOVR ENTREPRENEURSHARES SERIES TR $9.52万0.00%5,636 2,25066.5% $3.80万 加仓
EPAM EPAM SYS INC $9.52万0.00%703 -16-2.2% -$2,166 减仓
BAB INVESCO EXCH TRADED FD TR II $9.49万0.00%3,519 110.3% $297 加仓
DFSU DIMENSIONAL ETF TRUST $9.47万0.00%2,305 -641-21.8% -$2.63万 减仓
OKTA OKTA INC $9.46万0.00%1,202 -89-6.9% -$7,005 减仓
CUBE CUBESMART $9.46万0.00%2,580 85149.2% $3.12万 加仓
— WISDOMTREE TR $9.42万0.00%1,137 20.2% $166 加仓
PIPR PIPER SANDLER COMPANIES $9.41万0.00%1,229 924303.0% $7.07万 加仓
TMP TOMPKINS FINL CORP $9.41万0.00%1,193 00.0% — 不变
MTN VAIL RESORTS INC $9.38万0.00%731 583393.9% $7.48万 加仓
EDV VANGUARD WORLD FD $9.38万0.00%1,444 -877-37.8% -$5.70万 减仓
BSCT INVESCO EXCH TRD SLF IDX FD $9.36万0.00%5,015 1,90161.0% $3.55万 加仓
— STRATEGY SHS $9.35万0.00%3,708 3,708— $9.35万 新建仓
— INNOVATOR ETFS TRUST $9.35万0.00%3,213 1,813129.5% $5.27万 加仓
— INVESCO EXCHANGE TRADED FD T $9.33万0.00%1,610 -33-2.0% -$1,913 减仓
HYGV FLEXSHARES TR $9.32万0.00%2,326 241.0% $961 加仓
REET ISHARES TR $9.30万0.00%3,696 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $9.29万0.00%974 -3,187-76.6% -$30.41万 减仓
FLXR TCW ETF TRUST $9.28万0.00%2,364 2,090762.8% $8.21万 加仓
BMAY INNOVATOR ETFS TRUST $9.22万0.00%2,055 402.0% $1,795 加仓
UTG REAVES UTIL INCOME FD $9.21万0.00%2,345 120.5% $471 加仓
MINO PIMCO ETF TR $9.20万0.00%2,036 -110-5.1% -$4,969 减仓
BALL BALL CORP $9.19万0.00%1,554 -95-5.8% -$5,615 减仓
APTV APTIV PLC $9.17万0.00%1,320 -58-4.2% -$4,028 减仓
NYF ISHARES TR $9.16万0.00%1,725 130.8% $691 加仓
AVNT AVIENT CORPORATION $9.15万0.00%2,522 -59-2.3% -$2,142 减仓
USO UNITED STS OIL FD LP $9.15万0.00%719 453170.3% $5.76万 加仓